Carol Ashmen
Carol Ashmen is a registered investment advisor at Wealthcare Capital Partners, LLC, based in West Chester, PA, with 37 years of industry experience. Carol operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 623 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealthcare Capital Partners' investment management fees are based on a percentage of your portfolio's value, up to 1.85% annually. The exact percentage depends on factors like the types of investments, the size of your account, and any special reporting needs. Fees are typically paid quarterly, in advance. If WCP uses outside money managers, your overall fees will include WCP's fee plus the manager's fees. Some clients may have their financial planning fee included with the overall investment management fee.
Location
1065 Andrew Drive, West Chester, PA, 19380
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Carol is an insurance agent and registered representative with MS Howells & Co since June 2023, implementing insurance recommendations. She is also dually registered with Wealthcare Capital Partners as an Investment Advisor Representative and MS Howells as a Registered Representative since May 2024.
Employment History
Current Registrations
Wealthcare Capital Partners, LLC
M. S. Howells & CO.Broker
Previous Registrations
Atlantic Financial Services, INC.
Atlantic Securities, INC.Broker
Blinder, Robinson & CO., INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.